Client Onboarding & ManagementPurpose
1.2. Centralize, collate, and structure responses for easy accessibility and regulatory compliance.
1.3. Enable automated follow-ups, real-time data validation, and synchronized handoff to nutritionist dashboard.
1.4. Facilitate automated reminders, auto-transfer to EHRs, and secure archival for continuity of client care.
Trigger Conditions
2.2. Manual entry of a new lead by office admin triggers questionnaire dispatch.
2.3. Scheduled workflow for follow-up or annual updates to collect fresh input.
2.4. Triggered when existing client updates their profile or health info.
Platform variants
3.1. Google Forms
– Feature/Setting: Auto-generate response collection; use Forms API to synchronize responses to Google Sheets for structuring.
3.2. JotForm
– Feature/Setting: Utilize JotForm Webhooks to automate response dispatch to CRM/EMR.
3.3. Typeform
– Feature/Setting: Enable Typeform Connect API for real-time answer ingestion and event-based follow-ups.
3.4. Microsoft Forms
– Feature/Setting: Pair Forms with Microsoft Power Automate for automating data transfer to Excel or SharePoint.
3.5. SurveyMonkey
– Feature/Setting: Use SurveyMonkey API to automate data retrieval and funnel into workflow tools like Slack or Trello.
3.6. Airtable
– Feature/Setting: Automate form collections via Airtable Forms, use Airtable API for sorted view automation.
3.7. Cognito Forms
– Feature/Setting: Employ API to automatically push submissions to email or third-party storage.
3.8. HubSpot Forms
– Feature/Setting: Automate lead capture and CRM data entry using HubSpot Workflows and Form APIs.
3.9. Mailchimp
– Feature/Setting: Use automated email campaigns to distribute health questionnaires, capturing responses with Mailchimp API.
3.10. Twilio SMS
– Feature/Setting: SMS-based questionnaire link automation; receive filled form updates via programmable messaging API.
3.11. DocuSign
– Feature/Setting: Automate health form agreements with DocuSign API; track completion status for compliance.
3.12. Formstack
– Feature/Setting: Formstack Documents API automates input gathering and document creation.
3.13. Slack
– Feature/Setting: Use Slack workflow builder/API to notify teams on form submission and auto-organize responses in channels.
3.14. Zendesk
– Feature/Setting: Automated ticket creation on questionnaire completion, using Zendesk API for notifications to appropriate staff.
3.15. Salesforce
– Feature/Setting: Configure Web-to-Lead; Salesforce API automates pushing form data to correct client records.
3.16. Zapier
– Feature/Setting: Multi-step automation for form input routing and structured archiving using triggers and actions.
3.17. Notion
– Feature/Setting: Notion API automates organizing form-based input into databases with custom views.
3.18. Dropbox
– Feature/Setting: Auto-save and backup submitted questionnaires using Dropbox API for version-controlled compliance.
3.19. Pabbly Connect
– Feature/Setting: Build automatable flows for survey collection, integrating with CRMs and email tools.
3.20. Trello
– Feature/Setting: Trello API automates card creation for every new client form, tagging based on health status or follow-up needs.
Benefits
4.2. Centralizes and automates distribution, collection, organizing, and follow-up of nutrition intake forms.
4.3. Increases client engagement by automating reminders and accelerating onboarding.
4.4. Enhances security by automating role-based access; standardizes data organization for fast retrieval.
4.5. Improves data visibility for every team member through automated notifications and dashboarding.
4.6. Enables scalable, repeatable, and automated best practices for all client onboarding cases.
4.7. Facilitates regulatory compliance with audit trails, automated checklists, and systematic documentation.